Purchases and Sales Made in Q1 2024 in Principal ETF Principal Health (BTEC)
This table provides information about the institutional ownership of Principal ETF Principal Health (BTEC) during Q1 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 153.18% |
$452K - $510K
|
21.2K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 315.72% |
$110K - $124K
|
4.1K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 21.65% |
$70.7K - $79.8K
|
11.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
662+ 19.26% |
$23.3K - $26.3K
|
4.1K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
543+ 2.63% |
$19.1K - $21.6K
|
21.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
543+ 2.63% |
$19.1K - $21.6K
|
21.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 6.13% |
$7.04K - $7.95K
|
3.47K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156New |
$5.49K - $6.2K
|
156
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11New |
$387 - $437
|
11
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41- 0.55% |
$1.44K - $1.63K
|
7.41K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-94- 56.29% |
$3.31K - $3.74K
|
73
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-116- 38.28% |
$4.09K - $4.61K
|
187
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-149- 2.35% |
$5.25K - $5.92K
|
6.18K
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-250- 17.86% |
$8.81K - $9.94K
|
1.15K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-372- 14.66% |
$13.1K - $14.8K
|
2.17K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-608- 8.89% |
$21.4K - $24.2K
|
6.23K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.35K- 39.38% |
$294K - $332K
|
12.9K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-147K- 17.31% |
$5.16M - $5.82M
|
700K
$0
|